See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,523 | $109,881+67.9% | $150,045+23.0% | $84,808+117.6% |
| Participation rate | 70.4% | 76.1%-5.7pp | 82.3%-12.0pp | 68.3%+2.1pp |
| Annual return | 13.30% | 28.25%-14.9pp | 62.55%-49.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,385 | $3,561+23.1% | $4,693-6.6% | $2,631+66.7% |
| Participant deferral / active EE | $11,019 | $6,636+66.0% | $7,997+37.8% | $4,212+161.6% |
| Admin fee / account holder | $8,160 | $8,568-4.8% | $13,435-39.3% | $7,344+11.1% |